Peter M. Fahey, Jr.
Pete joined Commonwealth Financial Network in August 2017 after nearly 17 years as a Financial Advisor with Wells Fargo Advisors, but Pete began his career as a financial advisor with A.G. Edwards in 2001. (A.G. Edwards eventually became Wells Fargo Advisors.) Prior to joining A.G. Edwards, Pete was a Director for a Boston-based technology consulting firm where he was responsible for the formation and execution of merger and acquisition strategy. Pete also has experience as a financial analyst for a boutique investment bank advising companies on initial public offerings (IPOs), secondary equity offerings and mergers and acquisitions.
Pete and Philip McCaull have worked together in a formal partnership since their earliest days together at A.G. Edwards in 2001. This was long before the team approach was widely regarded in the industry as an advantage for clients. Pete and Philip believed that two heads were better than one, and that a team approach would provide clients the best service and solutions.
Today, Pete and Philip continue to utilize their institutional backgrounds to manage portfolio risk, create custom asset allocation strategies and help clients manage their wealth. Pete and Philip often advise clients on retirement income strategies, college funding solutions and wealth and estate transfer strategies.
After Pete earned a B.A. in History at Dartmouth College, he lived in Sun Valley, ID before moving to Boston to work in commercial real estate. Today, Pete lives in Norwich with his wife Justine and their three children, Hailey, Noah and Zander. Pete is an active member of the Friends of Dartmouth Lacrosse Advisory Board, where he once served as President. For more than 10 years, Pete has volunteered as a youth lacrosse coach in Norwich and Hanover, and he is an active member of the Friends of Hanover Lacrosse. When his kids were younger, Pete was also a volunteer ski coach for the Ford Sayre development ski program. Pete has also been a volunteer at the Upper Valley Haven with his wife, Justine, as part of their healthy eating initiative. When not working or coaching, Pete is passionate about the outdoors, spending most of his free time mountain biking, skiing and fly fishing.
Philip A. McCaull
Jessica A. Filiault
Director of Client Services